Global Transaction Services (GTS) comprises of Cash & Trade, Securities Services and Fiduciary Services. In an increasingly borderless world marked by burgeoning trade flow, expertise in trade finance services is an invaluable asset. With cash the lifeblood of every company, so too, is a good understanding of how to manage these cashflows. Trade Finance, together with Cash Management, is the mainstay of GTS, and is extended to SME and corporate clients for their local and cross-border financial transaction needs.
Responsible to drive the cash management and trade finance portfolio to deliver the revenue targets and KPIs to meet the overall GTS business objectives, especially cash management.
Align with the respective RMs on the overall account plan and customer segment targets
Work with the Relationship Managers, GTS Product, GTS Implementation, T&O and relevant stakeholders to deliver the agreed solutions.
Achieve agreed revenue by proactively generating new deals, conducting needs analysis, developing customer-focused sales presentations, delivering differentiated solutions and conducting sales pitches
Assist in executing sales strategies of cash management and trade finance products and services for the designated customer and prospect base
Manage post-sales implementation and service delivery, and handle related customer issues to enhance customer experience
Be conversant with the current trends and development in the respective markets
Assess all deal values accurately, balancing the need to generate positive economic profit against the deliverables
Provide appropriate reports to track sales and revenue growth
Connect the team with the overall strategic direction, coach and develop junior cash management and trade finance sales managers, and ensure execution against set objectives
Degree holder in related disciplines
Minimum 15 years of relevant experience in banking or financial institutions
Strong knowledge of trade finance and cash management products for various market segments, including large local corporations, and Chinese enterprises
Familiar with China and Hong Kong treasury markets, payment platforms and digital channels, proven ability to build quality relationships with stakeholders to create business opportunities
Self-starter with a tenacity to succeed, and a flair for selling
Excellent communication and presentation skills
Strong influencing and negotiation skills, able to drive cross-functional collaboration
Excellent command of written and spoken English and Chinese, including Putonghua